• Tax Efficiency and Gen Z
    Jul 30 2024

    Before Biden backed out, his administration announced another round of student loan forgiveness... Bringing total student loan forgiveness to $168.5 billion! Greg and Kristin discuss how this and other forgiveness programs encourage a "Robinhood" mentality. Plus, we hear insight from their Generation Z son and how Alexa is trying to help Gen X and Baby Boomers keep up with what Gen Z is saying!

    See omnystudio.com/listener for privacy information.

    Show more Show less
    9 mins
  • Old Fashioned Communication & Old News
    Jul 23 2024

    We’ve had a busy few weeks in American politics!

    The old news is that Biden bowed out of a second term and endorsed Kamala Harris as the Democratic nominee. Days before, there was an assassination attempt on Trump, and days later Vance became his running mate. Greg and Kristin address how the political whirlwind of “unprecedented” news CAN impact our retirement accounts, and what to consider. Plus, the old-school way that kids are connecting!

    See omnystudio.com/listener for privacy information.

    Show more Show less
    9 mins
  • J.D. May Advance to D.C.
    Jul 16 2024

    Now that J.D. Vance has been announced as Trump’s VP pick, how does that impact the trajectory of the election and the future of your personal economy? Greg and Kristin also discuss how well the S&P 500 has been going this year, and what to keep in mind.

    👨‍💻 Legacy’s My Retirement Kit: https://www.legacyretirementgroup.com/podcast-request

    See omnystudio.com/listener for privacy information.

    Show more Show less
    12 mins
  • The Debate & Your Dollars
    Jul 9 2024

    Greg and Kristin discuss the most recent presidential debate, and what it means for our financial bottom line. Right or left some are feeling uncertain about the future of their personal economy, Wall Street, and the trajectory of our nation. With so many unknowns, Greg and Kristin remind us to start accounting for what’s necessary for our personal income plans.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    10 mins
  • Independence and Freedom
    Jul 2 2024

    🇺🇸 This July 4th week Greg and Kristin embrace and celebrate patriotism, freedom, and hot dogs! 🌭

    See omnystudio.com/listener for privacy information.

    Show more Show less
    9 mins
  • Lost Legos & Dealing With The Unexpected
    Jun 25 2024

    What happens when life throws you a curveball and you don't have a plan? Don't worry! Greg and Kristin are here to tell you that your retirement dreams aren't necessarily doomed. With the right planning, you can still have a Winning Retirement. The first step, especially if you're married, is to get both of you involved in the investing and income planning process. Listen to hear the rest of the steps you need to take!

    See omnystudio.com/listener for privacy information.

    Show more Show less
    13 mins
  • Is Trump or Biden Better For Your 401(k)?
    Jun 18 2024

    Greg’s back from his mission trip with their son, which brings up a natural conversation about purpose during all stages of life, especially retirement!

    Then, since he's seen the performance of clients' accounts under both Trump and Biden, we find out whose presidency has been best for Americans' 401(k)’s and overall retirement. 🇺🇸 We also openly discuss how the political divide feels larger than ever in America, and why no decision should be made out of fear. Plus, what you CAN do to be most efficient with your retirement... regardless of who occupies the Oval Office.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    21 mins
  • Booming Indigestion From Fast Food Costs
    Jun 11 2024

    The drive-thru used to be where you could grab a fast cheap meal. Boy do those days long gone due to inflation! 🍟+🍔+🥤= 🤯 We’ll reveal what national chain prices have risen the most in the past decade. Greg and Kristin then share what retirees, who are all on a fixed income in some way should consider to maintain their lifestyle in all areas of daily spending. Plus, Kristin finally gets an analogy right! 😉

    See omnystudio.com/listener for privacy information.

    Show more Show less
    11 mins